def test_bulk_update_invalid_csv(self, client, django_user_model):
url = reverse("debt:creditline-bulk-update")
login(client, django_user_model)
model = apps.get_model("debt.CreditLine")
assert model.objects.count() == 0
# Create the CSV
df = pd.DataFrame(
{
k: [v]
for k, v in dict(
bad_column_name="CreditCard",
holder="Scooby Doo",
statement_date=9,
date_opened="2018-11-10",
annual_fee=100,
interest_rate=22,
credit_line=10000,
min_pay_pct=3,
min_pay_dlr=30,
priority=0,
).items()
}
)
temp_path = os.path.join(settings.MEDIA_ROOT, "temp.csv")
df.to_csv(temp_path)
try:
with open(temp_path, "rb") as f:
r = client.post(url, {"csv": f})
assert r.status_code == 200
assert model.objects.count() == 0
assert "columns expected but not found" in hr(r)
finally:
os.remove(temp_path)
def test_bulk_download_empty(self, client, django_user_model):
url = reverse("debt:statement-download")
login(client, django_user_model)
pattern = "Account,Date,Balance\r?\r?\n"
r = client.get(url)
text = "".join(line.decode("UTF-8") for line in r.streaming_content)
assert re.match(pattern, text)
def test_statement_bulk_delete_confirm_view(self, client, django_user_model):
url = reverse("debt:statement-bulk-delete-confirm")
template = "debt/statement-bulk-delete.html"
login(client, django_user_model)
# Check the page
response = client.get(url)
tp_names = [t.name for t in response.templates]
assert response.status_code == 200 and template in tp_names
def test_debt_summary(self, client, django_user_model):
url = "debt:debt-summary"
template = "debt/debt_summary.html"
login(client, django_user_model)
# Check the page
response = client.get(reverse(url))
tp_names = [t.name for t in response.templates]
assert response.status_code == 200 and template in tp_names
def test_bulk_update_unknown_account(self, client, django_user_model):
url = reverse("debt:statement-bulk-update")
user = login(client, django_user_model)
acc = mommy.make(
"debt.CreditLine", user=user, name="Checking"
) # type: CreditLine
assert acc.statement_set.count() == 0
# Create the CSV
df = pd.DataFrame(
dict(
Account=["Checking", "Unknown Account"],
Date=["11/1/18", "12/1/18"],
Balance=[2000.00, 3000.00],
)
)
temp_path = os.path.join(settings.MEDIA_ROOT, "temp.csv")
df.to_csv(temp_path)
try:
with open(temp_path, "rb") as f:
r = client.post(url, {"csv": f})
msgs = r.cookies["messages"].value
assert "Unknown Accounts: 1" in msgs
assert r.status_code == 302
assert acc.balance == 2000
assert acc.statement_set.count() == 1
assert acc.latest_statement_date == datetime.date(2018, 11, 1)
finally:
os.remove(temp_path)
def test_account_update_view(self, client, django_user_model):
url = "debt:account-update"
model = "debt.CreditLine"
template = "debt/account-update.html"
user = login(client, django_user_model)
obj_params = dict(
name="TestObj",
holder=TEST_NAME,
statement_date=1,
date_opened=today_str(),
annual_fee=0,
interest_rate=0,
credit_line=0,
min_pay_pct=0,
min_pay_dlr=0,
priority=0,
)
self.update_view_test(
client,
model,
url,
template,
user,
user_required=True,
obj_params=obj_params,
)
def test_bulk_update_valid(self, client, django_user_model):
url = reverse("debt:statement-bulk-update")
user = login(client, django_user_model)
acc = mommy.make(
"debt.CreditLine", user=user, name="Checking"
) # type: CreditLine
assert acc.statement_set.count() == 0
# Create the CSV
df = pd.DataFrame(
dict(
Account=["Checking", "Checking"],
Date=["11/1/18", "12/1/18"],
Balance=[2000.00, 3000.00],
)
)
temp_path = os.path.join(settings.MEDIA_ROOT, "temp.csv")
df.to_csv(temp_path)
try:
with open(temp_path, "rb") as f:
r = client.post(url, {"csv": f})
assert r.status_code == 302
assert acc.balance == 3000
assert acc.statement_set.count() == 2
assert (
acc.statement_set.aggregate(models.Sum("balance"))["balance__sum"]
== 5000
)
assert acc.latest_statement_date == datetime.date(2018, 12, 1)
finally:
os.remove(temp_path)
def test_account_earliest_statement_date(
self, client: "Client", django_user_model: "User"
):
# The date of the earliest statement.
# Setup
user = login(client, django_user_model)
CreditLine = apps.get_model("debt.CreditLine")
Statement = apps.get_model("debt.Statement")
assert CreditLine.objects.count() == 0
assert Statement.objects.count() == 0
# Create the objects
year = 2018
month = 11
later_month = 12
day = 10
obj = mommy.make(CreditLine, user=user, statement_date=day)
__ = mommy.make(Statement, account=obj, year=year, month=month)
# Make a later statement to make sure we correctly identify the
# earliest one
__ = mommy.make(Statement, account=obj, year=year, month=later_month)
assert obj.earliest_statement_date == date(year, month, day)
def test_bulk_update_invalid_csv(self, client, django_user_model):
url = reverse("debt:statement-bulk-update")
user = login(client, django_user_model)
acc = mommy.make(
"debt.CreditLine", user=user, name="Checking"
) # type: CreditLine
assert acc.statement_set.count() == 0
# Create the CSV
df = pd.DataFrame(
dict(
Account=["Checking", "Checking"],
Date=["11/1/18", "12/1/18"],
BadColumnName=[2000.00, 3000.00],
)
)
temp_path = os.path.join(settings.MEDIA_ROOT, "temp.csv")
df.to_csv(temp_path)
try:
with open(temp_path, "rb") as f:
r = client.post(url, {"csv": f})
assert r.status_code == 200
assert acc.statement_set.count() == 0
assert "columns expected but not found" in hr(r)
finally:
os.remove(temp_path)
def test_calc_balance_forecast(self, client: "Client", django_user_model: "User"):
user = login(client, django_user_model)
acc = mommy.make("debt.CreditLine", user=user, min_pay_dlr=30, interest_rate=12)
mommy.make(
"debt.Statement", user=user, account=acc, month=11, year=2018, balance=400
)
expected = 374 # ($400 + 1% monthly interest) - $30
assert acc.calc_balance(12, 2018, 400) == (expected, 30)
def test_calc_balance_later_stmnts(
self, client: "Client", django_user_model: "User"
):
user = login(client, django_user_model)
acc = mommy.make("debt.CreditLine", user=user)
mommy.make(
"debt.Statement", user=user, account=acc, month=11, year=2018, balance=400
)
assert acc.calc_balance(10, 2018, 400) == (400, None)
def test_statement_bulk_delete_view(self, client, django_user_model):
url = reverse("debt:statement-bulk-delete")
user = login(client, django_user_model)
acc = mommy.make("debt.CreditLine", user=user) # type: CreditLine
for i in range(4):
mommy.make("debt.Statement", user=user, account=acc, month=i)
assert acc.statement_set.count() == 4
# Check the page
response = client.post(url)
assert response.status_code == 302
assert acc.statement_set.count() == 0
def test_debt_summary_with_data(self, client: "Client", django_user_model: "User"):
url = "debt:debt-summary"
template = "debt/debt_summary.html"
user = login(client, django_user_model)
acc1 = mommy.make("debt.CreditLine", user=user)
acc2 = mommy.make("debt.CreditLine", user=user)
mommy.make("debt.Statement", account=acc1, user=user)
mommy.make("debt.Statement", account=acc2, user=user)
# Check the page
response = client.get(reverse(url))
tp_names = [t.name for t in response.templates]
assert response.status_code == 200 and template in tp_names
def test_statement_create_view(self, client, django_user_model):
url = "debt:statement-add"
model = "debt.Statement"
template = "debt/statement-add.html"
user = login(client, django_user_model)
# Parents
parent_models = ["debt.CreditLine"]
parents = parent_obj_set(parent_models)
obj_params = dict(
account=parents["debt.CreditLine"].id, year=2000, month=1, balance=0
)
self.create_view_test(client, model, url, template, user, obj_params=obj_params)
def test_statement_delete_view(self, client, django_user_model):
model = apps.get_model("debt.Statement")
url = "debt:statement-delete"
user = login(client, django_user_model)
cl = mommy.make("debt.CreditLine", user=user)
obj = mommy.make(model, user=user, account=cl, year=2018, month=11)
assert model.objects.count() == 1
# Check the delete page
response = client.get(reverse(url, kwargs={"pk": obj.pk}))
assert response.status_code == 200 and model.objects.count() == 1
# Delete the object and verify
response = client.post(reverse(url, kwargs={"pk": obj.pk}))
assert response.status_code == 302 and model.objects.count() == 0
def test_bulk_download_with_data(self, client, django_user_model):
url = reverse("debt:statement-download")
user = login(client, django_user_model)
# Create a statement
cl = mommy.make(
"debt.CreditLine", user=user, statement_date=10, name="Checking"
)
mommy.make(
"debt.Statement", user=user, account=cl, year=2018, month=11, balance=20
)
pattern = "Account,Date,Balance\r?\r?\nChecking,2018-11-10,20.00"
r = client.get(url)
text = "".join(line.decode("UTF-8") for line in r.streaming_content)
assert re.match(pattern, text)
def test_bulk_update_no_overwrites(self, client, django_user_model):
url = reverse("debt:creditline-bulk-update")
user = login(client, django_user_model)
model = apps.get_model("debt.CreditLine")
assert model.objects.count() == 0
# Create an existing account
_ = mommy.make(model, name="CreditCard", user=user, annual_fee=200)
assert model.objects.count() == 1
# Create the CSV
df = pd.DataFrame(
{
k: [v]
for k, v in dict(
name="CreditCard",
holder="Scooby Doo",
statement_date=9,
date_opened="2018-11-10",
annual_fee=100,
interest_rate=22,
credit_line=10000,
min_pay_pct=3,
min_pay_dlr=30,
priority=0,
).items()
}
)
temp_path = os.path.join(settings.MEDIA_ROOT, "temp.csv")
df.to_csv(temp_path)
try:
with open(temp_path, "rb") as f:
r = client.post(url, {"csv": f})
msgs = r.cookies["messages"].value
assert "Existing Accounts Not Overwritten: 1" in msgs
assert r.status_code == 302
assert model.objects.count() == 1
# Spot check some fields
cl = model.objects.first() # type: CreditLine
assert cl.user == user
assert cl.annual_fee == 200
finally:
os.remove(temp_path)
def test_statement_date(self, client: "Client", django_user_model: "User"):
# This should use the parent credit line's day field.
# Setup
user = login(client, django_user_model)
CreditLine = apps.get_model("debt.CreditLine")
Statement = apps.get_model("debt.Statement")
assert CreditLine.objects.count() == 0
assert Statement.objects.count() == 0
# Set attributes
year = 2018
month = 11
day = 10
cl = mommy.make(CreditLine, user=user, statement_date=day)
stmnt = mommy.make(Statement, account=cl, year=year, month=month)
assert stmnt.date == date(year, month, day)
def test_account_forecast_next(self, client: "Client", django_user_model: "User"):
# This should return the predicted next month's balance, if only
# the minimum payment is applied.
# Setup
user = login(client, django_user_model)
CreditLine = apps.get_model("debt.CreditLine")
assert CreditLine.objects.count() == 0
# Set attributes
rate = 24 # 2% per month
bal = 100
min_pay = 30
expected = 72 # 100 + 2% - 30
obj = mommy.make(CreditLine, user=user, min_pay_dlr=min_pay, interest_rate=rate)
# Calculate
assert obj.forecast_next(bal) == expected
def test_account_available_credit(
self, client: "Client", django_user_model: "User"
):
# Available credit should be credit line less balance.
# Setup
user = login(client, django_user_model)
CreditLine = apps.get_model("debt.CreditLine")
Statement = apps.get_model("debt.Statement")
assert CreditLine.objects.count() == 0
assert Statement.objects.count() == 0
# Create the objects
cl = 1000
bal = 200
obj = mommy.make(CreditLine, user=user, credit_line=cl)
__ = mommy.make(Statement, account=obj, balance=bal)
assert obj.available_credit == cl - bal
def test_account_min_pay(self, client: "Client", django_user_model: "User"):
# Minimum pay for a credit line is usually on a % basis, with a
# certain floor amount (so, e.g., if you have a $10 balance,
# usually your minimum pay will be $10 instead of some % of it,
# since the balance is so low)
# Setup
user = login(client, django_user_model)
CreditLine = apps.get_model("debt.CreditLine")
assert CreditLine.objects.count() == 0
obj = mommy.make(CreditLine, user=user, min_pay_dlr=30, min_pay_pct=10)
# Scenario 1: the balance is high enough for the % to apply
assert obj.min_pay(500) == 50
# Scenario 2: the balance is too low for the % to apply
assert obj.min_pay(100) == 30
# Scenario 3: the balance is lower than the dollar floor
assert obj.min_pay(15) == 15
def test_account_balance(self, client: "Client", django_user_model: "User"):
# Balance should be the balance of the latest statement, or the
# credit limit if there are no statements.
# Setup
user = login(client, django_user_model)
CreditLine = apps.get_model("debt.CreditLine")
Statement = apps.get_model("debt.Statement")
assert CreditLine.objects.count() == 0
assert Statement.objects.count() == 0
# Create the object and validate balance w/ no statements
cl = 100
obj = mommy.make(CreditLine, user=user, credit_line=cl)
assert obj.balance == cl
# Create a statement and validate balance again
bal = 200
__ = mommy.make(Statement, account=obj, balance=bal)
assert obj.balance == bal
def detail_view_test(
client,
django_user_model,
model,
viewname,
user_required=True,
search_str="",
obj_params=None,
):
if obj_params is None:
obj_params = dict()
user = login(client, django_user_model)
if user_required:
obj_params.update(user=user)
obj = mommy.make(model, **obj_params)
obj = create_recursive_dependencies(obj)
obj.save()
response = client.get(reverse(viewname, kwargs={"pk": obj.id}))
assert response.status_code == 200 and search_str in hr(response)
def test_bulk_update_no_overwrites(self, client, django_user_model):
url = reverse("debt:statement-bulk-update")
user = login(client, django_user_model)
acc = mommy.make(
"debt.CreditLine", user=user, name="Checking"
) # type: CreditLine
mommy.make(
"debt.Statement", user=user, account=acc, month=11, year=2018, balance=1500
)
assert acc.statement_set.count() == 1
# Create the CSV
df = pd.DataFrame(
dict(
Account=["Checking", "Checking"],
Date=["11/1/18", "12/1/18"],
Balance=[2000.00, 3000.00],
)
)
temp_path = os.path.join(settings.MEDIA_ROOT, "temp.csv")
df.to_csv(temp_path)
try:
with open(temp_path, "rb") as f:
r = client.post(url, {"csv": f})
msgs = r.cookies["messages"].value
assert "Existing Statements Not Overwritten: 1" in msgs
assert r.status_code == 302
assert acc.balance == 3000
assert acc.statement_set.count() == 2
assert (
acc.statement_set.aggregate(models.Sum("balance"))["balance__sum"]
== 4500
)
assert acc.latest_statement_date == datetime.date(2018, 12, 1)
finally:
os.remove(temp_path)
def list_view_test(client, django_user_model, url, template):
login(client, django_user_model)
response = client.get(reverse(url))
tp_names = [t.name for t in response.templates]
assert response.status_code == 200 and template in tp_names
